$ALL

ALLSTATE CORP

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No SEC Form 4 filings for $ALL in the last 30 days.

Med

Why is Allstate stock sliding today?

Allstate shares fell about 1% in pre-open trading to around $272.26 after Wells Fargo downgraded the insurer from Equal Weight to Underweight and cut its price target to $250. The downgrade followed Allstate’s Aug. 6 Q2 2026 results, where adjusted EPS was $8.99, net income rose 55.9% to $3.2B, and the combined ratio improved to 86.6.

Allstate shrinks Florida reinsurance tower slightly, but catastrophe bond cover expands

Allstate renewed its Florida catastrophe reinsurance tower after the June 2026 renewals, lowering the per-occurrence top to $934 million from $1.1 billion in mid-year 2025, with $30 million retention. Cat bond-backed limit rose to $380 million in 2026 from $216 million in 2025, including Sanders Re II and new Sanders Re III series. Allstate also renewed other reinsurance programs.

The US insurance market just split in two

The article says US insurers’ Q2 2026 results show a split between falling property pricing and rising casualty pricing. It cites Council of Insurance Agents & Brokers data: commercial premiums down 1.2% in Q1 2026, while commercial auto rates rose about 5.8% annually. Examples include Allstate (combined ratio 86.6%), Liberty Mutual (net income $2.6B), and Zurich’s $4.8B H1 profit with its $4.8B Beazley deal on track.

ALL sentiment & insider activity

Over the past 7 days, alphai's AI scored 10 news stories mentioning ALL (ALLSTATE CORP). Coverage has skewed bullish: 6 bullish, 2 neutral, and 2 bearish.

Recent ALL coverage spans earnings, market movers and financial news.

What's driving ALL

  • The downgrade reframes the post-earnings rally as potentially fully valued, increasing near-term downside risk for ALL.

    investing.com · Aug 7, 2026

  • More Florida risk is being transferred via insurance-linked securities, with a smaller per-occurrence tower top but higher cat-bond share.

    artemis.bm · Aug 6, 2026

  • Near-term sentiment tailwind from better property underwriting, but the article frames broader pricing divergence risk for casualty.

    insurancebusinessmag.com · Aug 6, 2026

  • Improved underwriting profitability and lower catastrophe losses are likely to support near-term sentiment and earnings multiple.

    insurancejournal.com · Aug 6, 2026

  • The article frames a clear earnings beat with strong top-line growth and higher non-GAAP EPS, supporting near-term bullish repricing risk.

    financialcontent.com · Aug 5, 2026

alphai scores every news story that mentions ALL with an AI model for sentiment and relevance, and aggregates insider trades from ALLSTATE CORP's SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $ALL

Score

Why is Allstate stock sliding today?

Allstate shares fell about 1% in pre-open trading to around $272.26 after Wells Fargo downgraded the insurer from Equal Weight to Underweight and cut its price target to $250. The downgrade followed Allstate’s Aug. 6 Q2 2026 results, where adjusted EPS was $8.99, net income rose 55.9% to $3.2B, and the combined ratio improved to 86.6.

$ALLLow

Allstate shrinks Florida reinsurance tower slightly, but catastrophe bond cover expands

Allstate renewed its Florida catastrophe reinsurance tower after the June 2026 renewals, lowering the per-occurrence top to $934 million from $1.1 billion in mid-year 2025, with $30 million retention. Cat bond-backed limit rose to $380 million in 2026 from $216 million in 2025, including Sanders Re II and new Sanders Re III series. Allstate also renewed other reinsurance programs.

The US insurance market just split in two

The article says US insurers’ Q2 2026 results show a split between falling property pricing and rising casualty pricing. It cites Council of Insurance Agents & Brokers data: commercial premiums down 1.2% in Q1 2026, while commercial auto rates rose about 5.8% annually. Examples include Allstate (combined ratio 86.6%), Liberty Mutual (net income $2.6B), and Zurich’s $4.8B H1 profit with its $4.8B Beazley deal on track.

$ALLMedAI 8/10

Allstate Q2 Net Income Jumps 56% on Underwriting

Allstate Corp. reported Q2 2026 net income applicable to common shareholders of about $3.2 billion, up nearly 56% from about $2.1 billion a year earlier, as underwriting income rose 56.7% to about $2.0 billion. The Property-Liability combined ratio was 86.6. Northbrook, Illinois-based insurer said H1 2026 net income more than doubled to about $5.7 billion.

Allstate (NYSE:ALL) Reports Bullish Q2 CY2026

Allstate (NYSE:ALL) reported Q2 CY2026 results. According to the company, revenue rose 10.8% year on year to $18.6 billion and exceeded Wall Street estimates by 7.8%. Non-GAAP profit was $8.99 per share, 48% above consensus. The stock was flat at $266.00 after the release.

$ALLMedAI 8/10

Allstate Reports Excellent Operating Results

Allstate (NYSE: ALL) reported Q2 2026 results. Revenues rose to $18.6 billion (+11.8% YoY) on higher policies in force, higher homeowners premiums, and investment results. Net income was $3.2 billion, adjusted net income $2.3 billion ($8.99 per diluted share). Share repurchases increased to $1.0 billion. Property-Liability combined ratio improved to 86.6.

$ALLMedAI 8/10

ALLSTATE CORP (ALL): Results of Operations and Financial Condition

ALLSTATE CORP (ALL) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 allcorp63026earningsreleas.htm EX-99.1 Document Exhibit 99.1 FOR IMMEDIATE RELEASE Contacts: Nick Nottoli Allister Gobin Media Relations Investor Relations mediateam@allstate.com invrel@allstate.com Allstate Reports Excellent Operating Results NORTHBROOK, Ill., August 5

Allstate signs on as LA28 sponsor

LA28 signed Allstate as a founding partner and highest-level domestic sponsor, making it official home and auto insurance sponsor for the Games and Team USA, according to LA28 and U.S. Olympic and Paralympic Properties. Terms were not disclosed; the top tier has been priced around $200M. USOPP said this is its third top-level sponsorship this year and targets a $2.5B goal.

Morgan Stanley says auto insurance rates fell 0.2% in July

Morgan Stanley analysis cited by Investing.com says U.S. auto insurance rate filings fell 0.2% in July, affecting about $61 billion in auto premiums across property and casualty insurers. It reported Progressive down 1.3% ($12.7B), Allstate up 0.9% ($4.6B), Hartford up 0.3% (~$70M), and Travelers up 1.1% ($1.2B). Morgan Stanley expects negative pricing through 2026 for the sector.

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